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Real Vision: Finance & Investing

The Next Big Trade - Is China Still Open for Business?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 20 November 2022

⏱️ 53 minutes

🧾️ Download transcript

Summary

Dr. Komal Sri-Kumar founded macroeconomic consulting firm Sri-Kumar Global Strategies to advise multinational firms and sovereign wealth funds on risk and opportunity around the world. Sri joins Harry Melandri to explain why China’s global ambitions represent a major macro risk and, at the same time, how emerging markets have never had more potential for growth. Never miss an episode of Next Big Trade - subscribe here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

caution. The ultimate spicy meatball from Domino's is hot. Just not stupid hot. It won't earn you

0:05.4

mythical status or get you a nickname like Mad Dog or Dragon's Breath. It's hot. Good hot.

0:10.8

The kind of hot that boosts taste nothing else. The ultimate spicy meatball with Siracha

0:15.2

Drizzle from Domino's, it will get you fired up. Subject to availability.

0:23.3

Every investor in the world wants to catch the wave of the next big trade.

0:27.4

There's no time machine to go back and buy Amazon in 2013 or Apple in 2009. What we can do

0:34.1

is talk to the world's best traders about their next big buy. Join me, Harry Mulandry,

0:39.2

of MI2 Partners, as we do exactly that on the next big trade.

0:48.5

Xi Jinping is way past being nice to the Western powers and he's going to show that China

0:55.2

is the old power and the imperial dominating force that it was for a couple of millennia.

1:03.1

And that, to me, is an existential risk for American and European businesses and that's

1:10.4

where I think I would point to if you were to say what's the one thing that bothers me the most.

1:16.9

Welcome to the next big trade and thanks for joining us. So this week I'm speaking to Dr.

1:22.4

Kamal Shrikama. He's president of Shrikama Global Strategies. The firm was founded to advise

1:29.2

multinationals and sovereign and well funds on global risks and opportunities. And prior to

1:34.0

finding the firm, he was a chief global strategist for Trust Company of the West. Those of us in

1:39.5

the business often refer to it as TCW and maybe those not in the business too for all I know.

1:44.9

How are you Shri? How are you? Very good. Good to be talking to you today, Harry.

1:51.0

I hope you still feel that way at the end of the podcast. We will.

1:55.7

I will tell you if things change toward the end.

1:59.7

You're well advised. Well advised to do that. So today we're going to be kind of doing a little

2:06.2

tour of the global macro and global geopolitical risks and opportunities. And I think it's perfect

...

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